Query for Renew to Donor / Gift of Memberships

Alex Russell

I'm currently working on queries for our memberships, and I'm a bit stuck after getting to the memberships that are gifts. Essentially, I need to be able to export a list of names and emails that belong to the giver, where the gifts expire within the current quarter and have not been renewed. I'm able to export a list of the members with the giver name attached, which would be fine if I could include the emails. However that doesn't appear to be an option.


Could anyone give me some advice on the best way to proceed?

Erin Kraft

Alex Jays:

I'm currently working on queries for our memberships, and I'm a bit stuck after getting to the memberships that are gifts. Essentially, I need to be able to export a list of names and emails that belong to the giver, where the gifts expire within the current quarter and have not been renewed. I'm able to export a list of the members with the giver name attached, which would be fine if I could include the emails. However that doesn't appear to be an option.


Could anyone give me some advice on the best way to proceed?

First I'd create a constituent query, which it sounds like you already have. I'm not sure what you mean by "expire" within a quarter, but it sounds like you want to base your criteria on constiuents who have X amount of installments scheduled in a given appeal, or "next transaction due date" - all based on a pledge scheduling. (If you're consistently re-using this query based on a range of dates, you can also use <ask> and the system will prompt you every time you want to use this query in an export in the future)


Then I'd use this query in an Export; Raisers Edge exports Emails via the "Phone Number" field. You can select only email, and how many emails you'd like to export further from the criteria selection within the Export.  Articles like https://kb.blackbaud.com/articles/Article/49323 and https://kb.blackbaud.com/articles/Article/75410 may help.